Political Chaos and Our Portfolios: What Investors Really Need to Pay Attention to in this Election

Political Chaos and Our Portfolios: What Investors Really Need to Pay Attention to in this Election

The past month has been one of the most chaotic four weeks in U.S. political history, and the election is still over three months away. Michael Townsend, Chares Schwab's political analyst and a long-time Washington watcher, joins The Express to explain what's next in the political process for the Democrats, the likelihood of major policy changes to tax rates and the Inflation Reduction Act, and what investors should stop worrying about as the election approaches. Plus, the history of stock market returns during election years, and why investors need to stay the course no matter what the polls say or who ends up occupying the Oval Office. LINKS FOR SHOW NOTES: https://www.schwab.com/learn/author/michael-townsend https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8684188 https://www.investopedia.com/ask/answers/030515/real-gdp-better-index-economic-performance-gdp.asp https://www.schwab.com/learn/washingtonwise https://www.schwab.com/learn/author/michael-townsend https://www.investopedia.com/how-big-tech-earnings-could-affect-the-market-amazon-apple-meta-microsoft-8684494 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(297)

Investing Through a Cloud of Dubious Data

Investing Through a Cloud of Dubious Data

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Low-Riding Through Short Squeezes to Higher Highs

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Investing Through a Regulatory Overhaul

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From the passage of the “Big Beautiful Tax Bill”, to new laws around stablecoins, investors have been navigating one massive change after another as they chase the stock market to new record highs. Mi...

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Testing the Limits of American Exceptionalism

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High Anxiety Inside the Everything Rally

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Markets are steaming into the summer at all-time highs as the July 9th reciprocal tariff deadline approaches and the Big Beautiful Tax bill has been signed into law, and investors’ animal spirits are ...

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Fear and Loathing on the Way to New Record Highs

Fear and Loathing on the Way to New Record Highs

Everyone from corporate executives to Wall Street’s top strategists feared the worst for the stock market and the U.S. economy as the new administration tried to turn economic policy upside down at th...

30 Jun 202531min

Why the A.I. Revolution is Just Getting Started

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As the U.S. attacks Iran, tensions in the Middle East tighten as the one of the key chokepoints for global oil is at risk. The Federal Reserve held interest rates steady last week, as expected, but th...

23 Jun 202536min

Event Risk Rattles the Rally as Middle East Tensions Rise

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As Israel and Iran exchange missile attacks, the new bull market faces its first real challenge as ‘Event Risk’ takes over and oil prices spike. JC Parets of TrendLabs joins The Express to share the o...

16 Jun 202534min

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